小摩：可再生能源H股偏好金风科技(02208)、协鑫科技(03800)及中广核电力(01816)_老虎社区_美港股上老虎

小摩：可再生能源H股偏好金风科技(02208)、协鑫科技(03800)及中广核电力(01816)

智通财经05-19

智通财经APP获悉，摩根大通发布研报称，在内地可再生能源股第一季业绩公布后更新其模型。在上游风电领域，该行继续偏好风机出口及海上风电主题，维持对金风科技(02208) H股及东方电缆(603606.SH)的“增持”评级。基于强劲的储能系统需求及AIDC储能主题，该行看好阳光电源(300274.SZ)及德业(605117.SH)。该行对太阳能制造商仍具选择性，偏好具成本领导地位及具吸引力估值的业者，...

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